Data released by supply chain platform Anza on July 9, 2026, shows that median pricing for U.S.-assembled solar modules stabilized at $0.30 per watt.
The platform aggregates data across 55 modules from 19 suppliers. It reported an interquartile range of $0.280/W to $0.325/W for the segment. Median pricing dipped by $0.015/W between March and April 2026. However, it recovered by $0.005/W in May. Prices held flat through June and into early July.
The price data is driven by enforcement of the Foreign Entity of Concern (FEOC) framework and a new tariff petition targeting South Korean manufacturing.
Chinese divestitures
The FEOC framework was established under the One Big Beautiful Bill (OBBB) signed into law in July 2025. The law strips Investment Tax Credit (ITC) eligibility from any project utilizing components from an entity designated as a Prohibited Foreign Entity (PFE). A PFE is defined as an operation where an FEOC holds more than 25% equity, holds more than 15% of outstanding debt, or where multiple FEOCs collectively hold over 40%.
Chinese-owned manufacturers with U.S. facilities divested their assets to remain eligible for clean energy incentives.
The ownership of several domestic factories changed:
Anza stated that the commercial relationship emerging after these sales is unique, noting that the original Chinese manufacturers often retain supply agreements, brand licensing, or procurement relationships with the facilities they sold. Anza also noted that these companies must now transact with their former planned lines at arm’s length. Wood Mackenzie research analysts stated that a “fundamental paradox” exists because the majority of essential solar components still come from factories owned by Chinese companies, even when located elsewhere. Anza added that this dynamic weakens the dominance of the top 4 global suppliers over the U.S. market, which may add complexity for buyers as new brand names enter the market or original equipment manufacturers produce multiple differently-branded modules.
South Korean imports face New AD/CVD petition
A new anti-dumping and countervailing duty (AD/CVD) petition was filed on June 18, 2026, against solar cells and modules from South Korea. The petition was lodged by American Manufacturers for Energy Resilience (AMER). This coalition consists of Heliene USA Inc., SEG Manufacturing Inc., and Jeffersonville PV Cells Corporation, which is a manufacturing subsidiary of Canadian Solar.
The petition requests a country-wide inquiry covering all producers and exporters of c-Si cells operating in South Korea. It alleges that South Korean manufacturers are circumventing existing Chinese AD/CVD orders. The petition names Hanwha Q Cells, HD Hyundai Energy Solutions, and Shinsung E&G. AMER argues that these companies perform only minor or insignificant processing of Chinese materials and rely on Chinese suppliers for raw polysilicon, ingots, and wafers.
Anza noted that this is the first instance where Hanwha Q Cells is targeted by a petition, after previously being a petitioner in both the Solar 3 and Solar 4 AD/CVD cases. According to Anza’s timeline, buyers would face CVD duties in September 2026, and AD duties could be announced from late November 2026 to mid-January 2027 if the case is taken up.
Technology and component breakdowns
Within the U.S.-assembled module segment tracked by Anza:
The supply chain for these modules relies on international components. 24 out of 55 modules use Malaysian polysilicon. Domestic U.S. polysilicon represents 15 modules, and Chinese polysilicon stands at 13 modules. Cell origin spans 10 different countries, with cells from Kenya (12 modules) and the Philippines (11 modules) making up the largest shares.
Anza’s recommendations
The FEOC content threshold increases to 45% for solar projects starting January 1, 2027. IRS guidance issued in February 2026 confirms that FEOC compliance is mandatory for any project beginning construction in 2026 or later that intends to claim the ITC.
Anza provided the following recommendations to reduce risk:
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